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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,737 | $125,184+26.8% | $105,607+50.3% | $145,884+8.8% |
| Participation rate | 88.9% | 77.6%+11.2pp | 75.3%+13.6pp | 80.3%+8.6pp |
| Annual return | 9.47% | 225.00%-215.5pp | 116.11%-106.6pp | 551.85%-542.4pp |
| Employer contribution / active EE | $11,111 | $3,720+198.7% | $3,167+250.9% | $4,662+138.3% |
| Participant deferral / active EE | $0 | $5,714-100.0% | $5,011-100.0% | $6,690-100.0% |
| Admin fee / account holder | $6,890 | $17,133-59.8% | $10,958-37.1% | $13,392-48.6% |